Business Valuation Services for $5M–$50M Companies
Valuation
Know your worth. Then know what it needs to be.
Most business valuation services hand you a number and leave. We hand you two: what your company is worth today, and what it has to be worth to fund the life you want after it. The gap between those numbers is the work.
Whether you're fielding an offer, planning succession, or just tired of guessing, we run the numbers a buyer would run, show you the handful of variables that actually move the price, and build the track record buyers require before they pay a premium.
First step is a conversation. Tell us where you're stuck.
Target Valuation
Owner-operators sit so long in the driver seat of their company, it’s easy to forget where and why they’re flying in the first place. One of the first financial services we offer our clients is an analysis of how much their business needs to be worth in the future.
Target Valuation is our future range for the price tag your business needs to achieve to fully fund the future you want.
Value Drivers
The price tag a buyer is ultimately willing to pay for your business usually boils down to a handful of key variables. Yes, you’ll need to meet gross revenue and profitability benchmarks to even be considered, but those are table stakes. It’s the complex fine tuning of your assets, cashflow, capital, and risk management that make your business a winner.
We’ll help you identify the variables that matter most for your business, and how they’ll be perceived by a buyer.
Windshield Metrics
First, we will have identified the financial variables which have an outsized impact on the future valuation of your company. Then we work with you to establish future-facing windshield metrics that serve as barometers for the financial health of your business.
Together, we ensure your financials are creating the necessary track record that buyers will be looking for and require you to have.
I knew I’d have to get out eventually,” he recalls. I also knew we’d gotten to the point where continuing to grow the business would require a greater investment of time and capital than I was willing to invest at my age. It just felt like time.”
—Henry, business owner
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